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Position Overview: David Webb is seeking an exceptional High Jewelry Sales Professional to join our Beverly Hills showroom. This is a highly elevated, client-facing role for a seasoned luxury sales professional who embodies impeccable polish, discretion, and an entrepreneurial spirit, and who thrives in building lasting relationships within an ultra-high-net-worth clientele. The ideal candidate brings a proven track record in high jewelry or fine luxury sales, with a deep understanding of bespoke client service, private appointments, and relationship-driven business development. You will act as a brand ambassador for David Webb, representing the house’s heritage, craftsmanship, and bold design ethos while cultivating and expanding a loyal client base both locally and globally. Company Overview: David Webb is an iconic American luxury jewelry house celebrated for its bold design, exceptional craftsmanship, and timeless elegance. Our Beverly Hills showroom offers a highly personalized experience for collectors and clients in a refined, luxury setting. Key Responsibilities: • Deliver an exceptional, highly personalized client experience aligned with the David Webb brand and standards, • Build, manage, and grow a strong portfolio of VIC and UHNW clients through proactive outreach, networking, and follow-up, • Drive sales across high jewelry, one-of-a-kind pieces, and special commissions, • Collaborate closely with internal teams on client needs, custom orders, and special projects, • Support and participate in private events, trunk shows, and brand activations, • Maintain impeccable presentation of the showroom and product assortment Qualifications: • 7+ years of experience in high jewelry or luxury sales, preferably with a heritage or bespoke brand, • Demonstrated success working with VIC and UHNW clients, • Elevated polish, presence, and communication skills, • Entrepreneurial mindset with the ability to independently drive business, • Strong organizational skills, discretion, and attention to detail, • Passion for fine jewelry, craftsmanship, and storytelling This role is ideal for a self-motivated, relationship-driven professional who is energized by luxury, artistry, and the opportunity to build meaningful client connections within one of the world’s most iconic American jewelry houses.

JRN #2461 We are seeking a dedicated House Manager/Personal Assistant to support our client a UHNW principal in West Hollywood, CA. This role will oversee daily lifestyle, household, and administrative needs. This is a hands-on, all-encompassing role for someone who is organized, proactive, and thrives in a dynamic private environment. Responsibilities: • Oversee day-to-day operations of a large private residence, including vendor coordination, maintenance, and staff management, • Manage complex personal and administrative matters (calendars, inbox, scheduling, travel, correspondence), • Coordinate travel, reservations, and lifestyle logistics, • Partner closely with household staff to ensure seamless operations and a high standard of service, • Oversee home systems, organization, and ongoing projects, • Support light financial tracking, purchasing, and reporting, • Assist with events, gifting, and general household needs Requirements: • 5–10+ years supporting a private principal or household, • Discreet, polished, and highly organized with a solutions-oriented mindset, • Strong communicator with the ability to anticipate needs and manage competing priorities, • Tech-savvy and comfortable overseeing modern home systems, • Collaborative, hands-on, and committed to long-term partnership Location: Full-time, in-person role based in West Hollywood. Standard hours with flexibility and a 24/7 mindset as needed. Compensation: Up to $140k DOE, great benefits, PTO, etc.

About LourdMurray LourdMurray is a boutique financial advisory practice headquartered in Los Angeles managing approximately $8 billion in assets for high-net-worth and ultra-high-net-worth clientele. We operate within a highly disciplined, high-performance culture and deliver boutique client experience rooted in discretion, trust, and long-term relationships. Our results have come from years of experience operating as independent-minded advisors and focusing on our client’s outcomes and experience. The Role We are seeking an accomplished Chief Operating Officer to work alongside the Founder and Managing Partners in driving the practice’s strategic, operational, and cultural direction. This is a senior leadership role with practice-wide influence and responsibility. The ideal candidate has broad RIA experience, deep operational acumen, and a demonstrated ability to build and lead teams that excel in new client acquisition, retention, and service quality. Key Responsibilities Strategic & Organizational Leadership · Partner with executive leadership on long-term strategy, business planning, and operational execution. · Build and refine scalable operating frameworks that support sustainable growth while preserving the practice’s boutique client experience. · Lead practice-wide initiatives to strengthen competitive positioning and operational excellence. Client Acquisition, Retention & Service Excellence · Develop and oversee a comprehensive, high-standards client service model with clear expectations, workflows, and accountability. · Drive continuous improvement in new client acquisition, ensuring a seamless and personalized experience. · Implement programs, metrics, and feedback that enhance client retention and deepen existing relationships. · Establish and monitor KPIs to ensure consistently high performance across the client experience lifecycle. Leadership, Talent Development & Culture · Lead, coach, and develop advisors, wealth managers, and operational teams to ensure consistent execution of the practice’s service and engagement standards. · Cultivate a high-performance culture characterized by accountability, excellence, and proactive client engagement. · Oversee training and development programs that elevate advisor capability and reinforce practice-wide client-centric behaviors. · Design and implement client service systems and retention protocols that meet the expectations of an ultra-high-net-worth clientele. Drive Operational Management · Direct the practice’s day-to-day operations, including workflow optimization, process redesign, technology implementation, and compliance coordination. · Manage vendor relationships and third-party platforms to ensure operational efficiency and scalability. · Identify operational risks and implement solutions that enhance reliability, performance, and client satisfaction. Financial & Business Management · Lead financial planning, forecasting, and business analytics, including oversight of practice-level P&L and cost structures. · Provide partners with insights and key metrics to support strategic decisions. What We’re Looking For · Direct RIA experience is required — you must understand how registered investment advisory practices operate, from compliance to client service to advisor operations. · Demonstrated success leading teams and organizations in client acquisition, retention, and service excellence. · Demonstrated ability to develop advisors and managers, with measurable improvements in performance and client outcomes. · Strong financial acumen, comfortable and experienced with practice-level business planning, cost structures and P&L management. · Outstanding communication skills with executive presence and credibility among senior partners and UHNW clients. · Familiarity with the Los Angeles market preferred. · High integrity, high accountability, and low ego. Compensation Competitive and commensurate with experience. Submit your resume and a summary of your RIA leadership experience to AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law. • Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

About the Role A private ultra-high-net-worth family seeks an exceptional Estate Manager to oversee and orchestrate the seamless operation of four distinct properties. This is a senior, highly trusted position requiring the discretion of a confidant, the precision of an operator, and the foresight of an executive. Excellence in this role is measured by what the family never notices — frictionless arrivals, perfectly maintained homes, and a household that simply works. The operation must be invisible. Property & Asset Management • Maintain all four properties at full operational readiness at all times, • Build and execute a preventative maintenance calendar with documented tracking, • Audit and renegotiate vendor contracts; establish preferred and backup vendor lists, • Oversee rental properties to maximize occupancy and NOI with monthly reporting, • Catalog all high-value assets (art, jewelry, electronics, furnishings), • Maintain organized records of warranties, insurance, service agreements, • Proactively track and renew all licenses, passports, registrations, and policies Household Operations • Ensure homes are fully prepared before every family arrival (environment, groceries, meals, preferences), • Deliver a weekly household status report (property, staff, schedule, expenses), • Manage household budget with monthly P&L reconciliation, • Develop and maintain a comprehensive Family Preference Bible Staff Leadership • Recruit, onboard, and manage household staff across properties, • Build travel-based staffing schedules with zero coverage gaps, • Create documented SOPs to ensure continuity in your absence, • Conduct quarterly performance reviews and address issues promptly Travel & Logistics • Manage end-to-end travel logistics (jets, vehicles, property prep, staff briefings), • Prepare detailed travel bibles for every trip, • Coordinate packing, wardrobe, and arrival logistics without day-of surprises Financial Oversight • Build and manage household operating budget within first 60 days, • Manage invoices, vendor payments, petty cash, • Deliver annual financial summary to family CFO/accountant, • Identify cost savings and vendor renegotiation opportunities quarterly Security, Privacy & Wellness • Implement property security protocols and emergency response plans, • Vet all staff and vendors (documented background checks), • Coordinate medical logistics, prescriptions, supplements, • Maintain household environment aligned with family wellness goals Family & Lifestyle Support • Oversee school logistics, extracurricular coordination, and carpool systems, • Manage events, birthdays, school functions end-to-end, • Maintain children’s spaces consistently stocked and organized Entertaining & Events • Execute in-home events to a boutique hotel standard, • Maintain elite vendor relationships (florists, caterers, event partners), • Manage guest accommodations and full post-event reset Qualifications • 7–10+ years managing a UHNW private household, celebrity estate, private family office, or luxury hotel GM role, • Proven experience managing multiple properties simultaneously, • Demonstrated leadership of full household staff teams, • Experience managing significant household budgets, • Mastery of household management systems and reporting tools, • Ability to travel and remain on-call as required, • Three verifiable principal references (not HR), • Impeccable record of discretion Core Competencies • Anticipatory mindset, • Extreme discretion, • Calm under pressure, • Detail-obsessed operator, • Financial accountability, • Strong leadership presence, • Tech-forward systems thinker, • Invisible problem solver Automatic Disqualifiers • No prior UHNW or equivalent estate management experience, • Any breach of confidentiality in previous roles, • Inability to provide three principal references, • Unwillingness to travel or be on-call, • No experience managing multiple properties simultaneously

Band 1 Family law firm looking for Family Law Associate This Jobot Job is hosted by: Jeff Ruben Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $170,000 - $300,000 per year A bit about us: Our core values are centered around our people and our clients. We believe that putting your employees first is not only the right thing to do, but it also gives us the competitive edge to ensure our clients have an excellent experience! Over the years our reputation for providing our people with the very best has caught the eye of some reputable clients who have chosen to use us as their primary firm! Some of these clients include: business owners, executives, and professional athletes and many more! The firm is Los Angeles-based, headquartered in Woodland Hills, focuses exclusively on family law, and is recognized as a Band 1 California family law firm serving high-net-worth clients Why join us? High-Impact Cases with High-Profile Clients Collaborative, Supportive Team Environment Competitive Compensation Package! Comprehensive Benefits Coverage Flexible Work Schedules! Clear Path for Career Advancement Engaging Team Events & Firm Culture Job Details Job Details: We are seeking a passionate and dedicated Family Law Attorney to join our dynamic team. This is a permanent position, ranging from Mid level Associate to Senior Attorney, depending on your experience and expertise. The ideal candidate will be responsible for managing family law cases from beginning to end. The role involves handling divorce, custody, child support, and other related family law matters. The candidate must be comfortable with high-stakes litigation and be able to navigate the complexities of family law with compassion and professionalism. Responsibilities: 1. Manage all aspects of family law matters, including divorce, custody, child support, visitation rights, domestic violence, and other related issues., 2. Represent clients in court proceedings, mediations, and negotiations, ensuring their rights and interests are effectively advocated for., 3. Draft, review, and negotiate legal documents, including pleadings, motions, orders, and agreements., 4. Conduct in-depth legal research to support case preparation and strategy development., 5. Provide clients with sound legal advice and guidance, ensuring they are fully informed about their rights, obligations, and options., 6. Maintain up-to-date knowledge of developments in family law, ensuring compliance with all relevant laws and regulations., 7. Collaborate effectively with colleagues, clients, opposing counsel, and court personnel, maintaining a high level of professionalism at all times. Qualifications: 1. Juris Doctor (JD) degree from an accredited law school., 2. A minimum of 3 years of experience in litigation. (family law prefered), 3. A proven track record in handling divorce, custody, child support, and other related matters., 4. Current license to practice law in the state., 5. Exceptional litigation skills, with experience in representing clients in court proceedings, mediations, and negotiations., 6. Strong legal research and writing skills, with the ability to draft, review, and negotiate complex legal documents., 7. Excellent interpersonal and communication skills, with the ability to provide clients with clear, concise, and compassionate legal advice., 8. High level of integrity and professionalism, with a commitment to upholding the highest standards of legal practice., 9. Ability to manage a large caseload, prioritizing tasks effectively to meet deadlines and deliver high-quality work under pressure. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. 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About the Role We are seeking a seasoned Senior Client Advisor to manage and grow relationships with ultra-high-net-worth clients for our client, a well-known and respected MFO in Los Angeles. You’ll play a pivotal role in overseeing diverse financial needs, including trust administration, fiduciary services, tax coordination, and investment performance. With a focus on both retention and growth, you’ll work collaboratively across departments to provide holistic wealth management solutions tailored to clients’ unique situations. **This role does not require a portable book of established business. There are clients ready for you to work with and expand upon! Key Responsibilities • Client Relationship Management: Oversee trusts, estates, and investment accounts, ensuring compliance with fiduciary regulations and seamless white-glove client service., • Legal and Financial Expertise: Apply a working knowledge of legal documents and fiduciary laws, including trust agreements, powers of attorney, and community property issues., • New Business Development: The ability to leverage your network of legal, accounting, and other professionals to cultivate new client relationships in a very organic way to meet revenue goals., • Collaboration Across Teams: Partner with investment, tax, real estate, and operations teams to deliver comprehensive client solutions., • Client Engagement: Conduct regular client meetings, performance reviews, and account updates to provide personalized financial advice., • Leadership: Supervise and mentor junior colleagues to ensure exceptional service delivery and shape the advisors of tomorrow. Ideal Candidate Profile • Education: Bachelor’s degree required; advanced degrees (JD, MBA) or certifications (CTFA, CFP, CFA, CPA) strongly preferred., • Experience: 10-15+ years in wealth management., • Skills: Exceptional knowledge of trust administration, estate planning, and the custom financial needs of high-net-worth clients. Strong leadership and interpersonal skills., • New Business Development Experience: We’re looking for professionals who understand the long, relationship-driven sales cycle required to attract and engage UHNW individuals and families., • Mindset: Driven by collaboration, client-centric solutions, and a passion for excellence. What We Offer • A collaborative, supportive environment with a strong focus on client success., • Opportunities to work with an exclusive clientele and expand your professional network., • The ability to make a tangible impact on clients’ long-term financial legacies.

Senior Executive Assistant – Family Office Location: Beverly Hills, CA Schedule: Typically 10:30 AM – 5:30 PM — 5 days in office Salary: $120,000 – $140,000 DOE Position will begin toward the lower end of the range, with meaningful bonuses and salary growth after year one based on performance and longevity. Benefits: Health Insurance, 401(k), Flexible Time Off, Paid Holidays & Office Closures **A beloved assistant who held this role for over 18 years is retiring, and the principal is seeking someone who values longevity and is looking for a long-term professional home. Overview A highly accomplished and private entrepreneur who serves as CEO of a prominent Family Office is seeking a polished, discreet, and highly capable Senior Executive Assistant to support his professional operations. This is a true gatekeeper role within a respectful, professional, and collaborative environment. The position is primarily office-based and requires someone who is organized, proactive, calm under pressure, and comfortable managing evolving priorities with autonomy and sound judgment. The ideal candidate is tech-savvy, service-oriented, and highly detail-focused, with strong PC proficiency, particularly in Microsoft Word and Outlook. The principal is also actively involved in real estate, philanthropy and political initiatives, requiring an assistant who can handle confidential matters with the utmost discretion. For the right individual who demonstrates loyalty, capability, and sound judgment, this role offers long-term growth within the Family Office environment. We are seeking someone who has had some background in real estate as well. Key Responsibilities Calendar & Administrative Management • Manage complex professional calendars, including meetings, board commitments, philanthropic engagements, and social obligations, • Coordinate with board administrators, advisors, and charitable organizations, • Maintain contact databases and track invitations, RSVPs, and key relationships, • Draft, edit, and manage professional correspondence and communications, • Serve as a trusted gatekeeper and point of coordination for internal and external stakeholders Travel & Logistics • Coordinate detailed domestic and international travel itineraries, including private aviation when required, • Secure reservations at top venues in Los Angeles, Beverly Hills, Montecito, Aspen, and other destinations, • Manage last-minute changes with discretion and efficiency Event & Social Support • Assist with planning intimate social gatherings, board functions, and philanthropic events, • Coordinate vendors, venues, and guest communications Technology & Office Support • Provide hands-on support with PC-based systems and digital organization, • Prepare documents and presentations using Microsoft Word, • Interface with internal team members, external partners, and IT support when needed, • Track expenses and coordinate with accounting or business management teams Operational Support • Document key preferences, contacts, and processes to ensure continuity, • Anticipate needs and proactively resolve issues before they arise, • Provide thoughtful support to ensure the office runs smoothly and efficiently Qualifications • 5+ years supporting a UHNW individual, executive, or family office in an EA/PA capacity, • Strong proficiency with PC systems, Microsoft Word, Outlook, Teams, and Zoom, • Experience coordinating with boards, foundations, or philanthropic organizations preferred, • Strong travel coordination experience, • Familiarity with West Los Angeles service providers, venues, and restaurants, • Exceptional discretion and professionalism Personal Attributes • Polished, professional, and approachable, • Highly service-oriented with a “no task too small” mindset, • Calm, solutions-focused, and highly organized, • Excellent judgment and ability to anticipate needs, • Interested in building a long-term partnership within a family office environment

JRN #2439 We are currently seeking a Personal Assistant to support our client, a private UHNW entertainment executive. This is a full-time, on-site role. The ideal candidate genuinely enjoys personal tasks and errands, is open to traveling with little notice, and thrives in an environment that continually changes. This is a hands-on position where you will be working with a team of people who are anticipating needs and helping to create a fun and positive environment. Confidentiality, discretion, and the ability to stay calm under pressure are super important. This is a hands-on position, and working with a calm demeanor is required. This position requires a flexible schedule, including some weekends and evenings, as well as occasional overnight shifts. Responsibilities: • Managing deliveries and returns, • Packing and unpacking, • Traveling ahead of the executive to prepare for their arrival, • Errands, including grocery and clothing shopping, • Assist with organization and scheduling, • Responsible for restocking, tracking inventory, and ordering supplies, • Help with service for client events and dinners, • Light household tasks, • Assist with food setup and clearing, • Other tasks and responsibilities as assigned Requirements: • At least 3+ years of related experience, • Confidentiality and discretion with sensitive information, • Staying calm under pressure in complex situations while providing solutions, • Flexibility with expected hours, including possible nights and some holidays, • Must be flexible to travel up to 40% of the time, • You must have a reliable, working vehicle and knowledge of how to get around Los Angeles, • Requires discretion, maturity, and overall good judgment, • Must be able to lift up to 30 pounds with or without reasonable accommodation and stand for prolonged periods of time Compensation: $26-28 per hour, benefits, 401k plan, mileage reimbursement, meals provided during shift Location: Malibu, CA, primarily. West Hollywood as needed.

UHNW CEO seeks Executive/Personal Assistant to work from his home-based Family Office in Bel Air in conjunction with two other assistants in the LA executive office to comprise a platform of comprehensive support. This role will focus on Family Office communications and philanthropic interests, support for the principal when he is working from home, and household and family-based assistance. It is preferred but not required that the assistant is fluent in Mandarin as a proportion of his business interests are in Asia. Requirements • Minimum 6 years’ experience as an Executive Assistant, Personal Assistant, or EPA including 2 years’ experience supporting C-level executives or in a Family Office, • Mandarin fluency strongly preferred (professional or conversational proficiency), • Advanced proficiency in Microsoft Office, particularly Excel, with comfort handling light financial tracking and reporting, • Tech-savvy and capable of managing digital systems, schedules, and documentation, • Experience supporting principals with international business operations or travel, • Strong written and verbal communication skills, • Ability to multitask and prioritize, • Strong organizational and time-management skills with the ability to anticipate needs, • Exceptional discretion and professionalism handling confidential matters, • Comfort working between an office setting and private residence, • Polished presentation, highly developed sense of etiquette Responsibilities • Gatekeeping, • Communications with other EPAs in corporate office, corporate office teams, foreign business teams, Family Office staff, internal and external stakeholders including financial advisors, philanthropic entities, accounting and legal personnel, • Manage complex calendars, scheduling, and daily priorities for the principal, • Ensure the principal’s schedule and commitments run smoothly across both business and personal obligations, • Anticipate needs and proactively solve problems to support the principal’s efficiency, • Coordinate international and domestic travel, including itineraries, logistics, and accommodations, • Serve as a liaison between the principal and internal/external stakeholders across the U.S. and Asia, • Provide administrative support related to family office operations, including light financial tracking and Excel reporting, • Organize meetings, prepare materials, and track action items and follow-ups, • Assist with personal scheduling, appointments, and household logistics, • Coordinate vendors, services, and property-related matters when needed, • Maintain organized systems for documents, contacts, and records M-F 10am-6:30pm $120K+, health insurance, 401k

JRN #2379 A high-growth tech company is seeking an exceptional Executive Personal Assistant to support its Founder and CEO. This is a highly demanding, high-trust role that is predominantly focused on personal support, with some executive coordination as needed. The principal operates at an extremely fast pace, with constant changes, high expectations, and a need for someone who can anticipate, adapt, and execute without hesitation. This role requires a true right hand who is relentlessly detail-oriented, resourceful, and solutions-driven, someone who will always find a way to get things done. The ideal candidate thrives in a high-pressure environment, is available around the clock when needed, and takes full ownership over both day-to-day logistics and more complex personal matters. Responsibilities • Oversee a constantly evolving personal and professional calendar, ensuring seamless coordination across all priorities, • Act as a true gatekeeper and right hand, managing all incoming requests, communications, and follow-ups, • Heavily support the principal on the personal side, including lifestyle management, vendor coordination, ad hoc requests and handling personal projects from start to finish, • Take full ownership of complex personal tasks (e.g., sourcing for specific requests, negotiating on behalf of the principal, managing household needs etc.), • Coordinate domestic travel, often on short notice, with detailed and efficient itineraries, • Be available and responsive outside of standard hours, including evenings and weekends, as needs arise, • Provide light executive support as needed, including helping to track action items, follow-ups, and internal meeting cadence, • Anticipate needs before they arise and operate with a proactive, solutions-first mindset, • Handle highly sensitive and confidential matters with discretion and sound judgment Qualifications • 5+ years of experience supporting a high-level executive or UHNW individual in a heavily PA-focused role, • Proven ability to operate in a highly demanding, fast-paced, and ever-changing environment, • Exceptional attention to detail, nothing slips through the cracks, • Resourceful, scrappy, and persistent; able to figure things out and execute no matter the challenge, • Strong experience on the personal side, including lifestyle management, travel, and high-touch support, • Highly responsive, flexible, and comfortable with a 24/7 mentality when needed, • Calm under pressure with excellent problem-solving instincts, • Strong communication skills with the ability to act on behalf of the principal when required, • Based in Los Angeles and comfortable working full-time in-office Location • Full-time, West Los Angeles, • Daily in-office presence required, with flexibility to travel as needed with the Principal, • Hours are fluid and extend beyond standard business hours as required Compensation: $150,000 base

JRN #2413 An UHNW CEO is seeking an Executive Assistant to join their team and serve as a strategic right hand across multiple business ventures. Reporting directly to the Chief of Staff, this individual will manage complex scheduling, cross-entity coordination, high-level travel, and select personal logistics with precision, discretion, and strong judgment. The ideal candidate thrives in fast-paced environments and operates with a service-oriented, solutions-driven mindset. Key Responsibilities: • Act as a primary point of coordination between the COS/CEO and internal/external stakeholders, • Manage dynamic calendars, shifting priorities, and executive communications, • Plan and execute complex domestic and international travel, meetings, and events, • Coordinate high-level hospitality engagements and external relationship management, • Oversee special projects and select personal logistics with discretion and efficiency, • Ensure all interactions and engagements reflect professionalism and attention to detail Qualifications: • 6+ years of senior-level executive support experience, ideally in founder-led or high-net-worth environments, • Demonstrated experience managing complex schedules, travel, and high-touch external relationships, • Highly organized, detail-oriented, and resourceful, • Strong emotional intelligence and sound judgment, • Comfortable operating independently in dynamic, evolving settings Location: On site daily in Beverly Hills, CA Salary: $150k + bonus and benefits

UHNW CEO seeks Executive/Personal Assistant to work from his home-based Family Office in Bel Air in conjunction with two other assistants in the LA executive office to comprise a platform of comprehensive support. This role will focus on Family Office communications and philanthropic interests, support for the principal when he is working from home, and household and family-based assistance. It is preferred that the assistant is fluent in Mandarin as a proportion of his business interests are in Asia. Requirements • Minimum 6 years' experience as an Executive Assistant, Personal Assistant, or EPA including 2 years' experience supporting C-level executives or in a Family Office, • Mandarin fluency strongly preferred (professional or conversational proficiency), • Advanced proficiency in Microsoft Office, particularly Excel, with comfort handling light financial tracking and reporting, • Tech-savvy and capable of managing digital systems, schedules, and documentation, • Experience supporting principals with international business operations or travel, • Strong written and verbal communication skills, • Ability to multitask and prioritize, • Strong organizational and time-management skills with the ability to anticipate needs, • Exceptional discretion and professionalism handling confidential matters, • Comfort working between an office setting and private residence, • Polished presentation, highly developed sense of etiquette Responsibilities • Gatekeeping, • Communications with other EPAs in corporate office, corporate office teams, foreign business teams, Family Office staff, internal and external stakeholders including financial advisors, philanthropic entities, accounting and legal personnel, • Manage complex calendars, scheduling, and daily priorities for the principal, • Ensure the principal's schedule and commitments run smoothly across both business and personal obligations, • Anticipate needs and proactively solve problems to support the principal's efficiency, • Coordinate international and domestic travel, including itineraries, logistics, and accommodations, • Serve as a liaison between the principal and internal/external stakeholders across the U.S. and Asia, • Provide administrative support related to family office operations, including light financial tracking and Excel reporting, • Organize meetings, prepare materials, and track action items and follow-ups, • Assist with personal scheduling, appointments, and household logistics, • Coordinate vendors, services, and property-related matters when needed, • Maintain organized systems for documents, contacts, and records M-F 10am-6:30pm $120K+, health insurance, 401k

A leading accounting and advisory firm in Los Angeles is seeking a Tax Senior Manager to oversee tax planning and compliance for high-net-worth individuals. You will also be responsible for fostering client relationships and staying updated on tax laws to deliver effective solutions.

A leading accounting and advisory firm in California is seeking a Senior Manager to oversee tax planning and compliance for ultra-high net worth individuals. The role involves supervising a team, fostering client relationships, and reviewing complex tax returns while promoting a collaborative and in

As the West Coast's Senior Private Client CRE Lending Officer, you will serve as the primary banking partner to top-tier Financial Advisors and their HNW/UHNW clients, with significant autonomy, national support, and long-term franchise-building potential. Analyze complex financial information, incl

Job Description Hiring: Executive Assistant / Personal Assistant (Hybrid – El Segundo + Bel Air | $120–130K) We're looking for a sharp, highly organized EA/PA to support multiple senior leaders and family principals in a fast-paced, high-trust environment. This is ideal for someone who loves being the calm operator behind the scenes—owning calendars, travel, logistics, follow-through, and proactive updates—while anticipating needs and keeping multiple moving pieces tight and on track. If you're detail-obsessed, discreet, and comfortable working in a role where priorities shift and “done” is the goal (not the clock), we'd love to connect. Title: Executive Personal Assistant Comp: $120–130K base + full benefits & annual performance reviews Location: Primary location is Bel Air, will need to commute between Bel Air and El Segundo (5 days/week) What you'll do: • Provide administrative and personal support to multiple leaders and family members, • Prepare daily updates on completed, pending, and next tasks, • Manage domestic and international travel, approvals, and sensitive documents, • 5+ years admin experience; prior EA role required, • Bilingual Mandarin + English (English fluent; Mandarin conversational level is fine), • Discreet, detail-oriented, and calm under pressure, • Financial or manufacturing exposure, • Experience liaising with banks or handling sensitive items #zrsep

Job Description Senior Relationship Manager Nationwide opportunities New York, Philadelphia, Washington, Boston, Atlanta, Miami, Cleveland, Minneapolis, Dallas, Denver, Houston, Los Angeles, Nashville, San Diego & San Francisco, Seattle Our client is a boutique culture driven investment management firm with over $600 billion in AUM. The firm has evolved into an organization which ranks among the most prominent investment firms in the world. The value proposition for the client is quite simple. Taking care of each client’s individual needs within a local market with the best financial resources available globally. Responsibilities The principal role of the Senior Relationship Manager is to develop new clients by cultivating their personal and professional networks and leveraging relationships with centers of influence (COI’s). In addition, the position also is responsible for maintaining close, ongoing relationships with existing clients. The SRM works closely with HNW/UHNW clients with complex investment needs. The SRM partners with the internal planning and investment team to do a detailed needs analysis that delves into client’s values, legacy, and philanthropic goals. The answers, which often differ across generations, allow the SRM to work with clients on implementing investment strategies tied to these objectives and help clients cultivate the next generation as stewards of family wealth. Candidate Profile The Senior Relationship Manager profile are as varied and diverse as the clients in which they serve. Most successful advisors tend to focus their practices around their passions and as a result work with entrepreneurs, business owners, nonprofit organizations, professional athletes, global families, artists, and collectors. • An existing network that can be cultivated and expanded within the community, • Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants, and business advisors, • Experience advising and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions, • Comfortable interacting with individuals of significant wealth, • Personal integrity that is beyond reproach, • Strong academic credentials, • A minimum of seven years of relevant work experience in finance, legal/trust, real estate, philanthropy, fundraising, auction/fine art, entertainment, sales, entrepreneurship, or private wealth management

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: Tax is the foundation of planning at Mercer Advisors. Our Team is a dedicated team of professionals who work in conjunction with our wealth advisors, and other in-house experts, to provide tax planning and compliance services to our clients. We are looking for a Tax Director to join our Tax team to deliver tax planning strategies for our high-net-worth and ultra-high net worth (UHNW) clients. We are looking for someone who loves client service but does not enjoy the headaches of a traditional public accounting firm. We offer a great work/life balance, a fun and supportive environment, and the chance to work directly with a wide variety of clients. We do not do audits or assurance work, and there are no business development requirements. As a member of the Tax Team, the Tax Director is primarily responsible for leading and deepening client relationships, reviewing and signing income tax returns, delivering tax projections and analysis for our UHNW clients. The Tax Director is personable, demonstrates superior communication skills, and possesses the flexibility to multi-task in a fast-paced tax preparation environment. Unlike other firms, Mercer has a dedicated Sales team so that our wealth advisors and tax experts can focus exclusively on their clients. Our Tax Directors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of tax and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. Essential Job Functions will include: • Partners with UHNW clients to identify their tax goals, analyze their tax landscape and develop recommendations that help them work towards their tax and financial planning objectives., • Communicates complex tax solutions to clients, utilizing interpersonal communication and relationship building skills., • Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate tax and financial planning solutions., • Review and sign individual, gift, trust, corporate and partnership tax returns for a UHNW clients, • Provide insight on clients' current entity structures, family businesses, corporate tax issues and philanthropic strategies., • Research and analyze sophisticated models of wealth transfer and philanthropic strategies for clients, incorporating federal and state income tax consequences., • Responsible for clear & concise communication with clients on all matters related to the delivery of tax strategy and income tax returns, • Work with tax staff to respond to tax notices and review of correspondence, • Assist with the advancement of technical knowledge and mentorship of less experienced tax team members, • Minimum 15+ years of public accounting experience, or equivalent tax experience, • Advanced degree or designation required (e.g., CPA or JD, MS/LLM), • Advanced tax code knowledge, application and accounting skills, • Experience with CCH suite, a plus, • Highly organized, • Ability to communicate concepts to clients and advisors in concise and understandable fashion, • Must be detail-oriented and have excellent time-management skills, • Team player, collaborative and able to work in concert with others Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM, and Saturdays as needed during tax season. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Base Pay Range $180,000—$225,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email . This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job Description Senior Relationship Manager Nationwide opportunities New York, Philadelphia, Washington, Boston, Atlanta, Miami, Cleveland, Minneapolis, Dallas, Denver, Houston, Los Angeles, Nashville, San Diego & San Francisco, Seattle Our client is a boutique culture driven investment management firm with over $600 billion in AUM. The firm has evolved into an organization which ranks among the most prominent investment firms in the world. The value proposition for the client is quite simple. Taking care of each client’s individual needs within a local market with the best financial resources available globally. Responsibilities The principal role of the Senior Relationship Manager is to develop new clients by cultivating their personal and professional networks and leveraging relationships with centers of influence (COI’s). In addition, the position also is responsible for maintaining close, ongoing relationships with existing clients. The SRM works closely with HNW/UHNW clients with complex investment needs. The SRM partners with the internal planning and investment team to do a detailed needs analysis that delves into client’s values, legacy, and philanthropic goals. The answers, which often differ across generations, allow the SRM to work with clients on implementing investment strategies tied to these objectives and help clients cultivate the next generation as stewards of family wealth. Candidate Profile The Senior Relationship Manager profile are as varied and diverse as the clients in which they serve. Most successful advisors tend to focus their practices around their passions and as a result work with entrepreneurs, business owners, nonprofit organizations, professional athletes, global families, artists, and collectors. • An existing network that can be cultivated and expanded within the community, • Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants, and business advisors, • Experience advising and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions, • Comfortable interacting with individuals of significant wealth, • Personal integrity that is beyond reproach, • Strong academic credentials, • A minimum of seven years of relevant work experience in finance, legal/trust, real estate, philanthropy, fundraising, auction/fine art, entertainment, sales, entrepreneurship, or private wealth management

Job DescriptionBPM – where caring and community is in our company DNA; we are always striving to be our best selves; and we’re compelled to ask the questions that lead to innovation. As an Tax Manager, you will be responsible for reviewing, analyzing, and building strategies to help develop and maintain relationships with clients throughout the tax process. BPM is seeking an experienced and client-focused Tax Manager to join our Private Client Services (PCS) team, working exclusively with Ultra High Net Worth (UHNW) individuals and families. This role involves managing complex tax planning and compliance for trusts, estates, partnerships, and closely held businesses, while delivering personalized service and strategic guidance. The ideal candidate will have deep technical expertise, strong interpersonal skills, and a proactive approach to client relationships. We are specifically looking for candidates based in Southern California, the Bay Area, or Las Vegas, who are ready to make an impact in a fast-paced, collaborative environment. What you get: Total rewards package: from flexible work arrangements to personalized benefit structures and financial compensation options that give you choice and flexibility. Well-being resources: interactive wellness platform and incentives, an employee assistance program and mental health resources, and Colleague Resource Groups (CRGs) that provide safe spaces for colleagues to share, be heard, feel valued and deepen connections.Balance & flexibility: 14 Firm Holidays including 2 floating, Flex PTO, paid family leave, winter break, summer hours, and remote work options, so you can balance challenging yourself with taking care of yourself. Professional development opportunities: A learning culture with CPA exam resources and bonuses, a coach program, and live classes, workshops, and seminars through BPM University. Who is successful at BPM:· Caring people who put others first · Self-starters who embody the BPM entrepreneurial spirit · Authentic individuals with a diverse point of view · Lifelong learners with a drive to excel · Resilient people who rise to the occasion We Have: • A unique people-centered culture that attracts the brightest and most forward-thinking accounting professionals., • The resources, expertise, and global capability of a Big Four accounting firm together with the responsiveness and accessibility of a local firm., • A regional presence in the Bay Area, while still serving our clients nationally and internationally., • Recognition as one of the Bay Area’s “Best Place to Work” and “No. 1 Best Large Accounting Firm to Work for” by Accounting Today.Requirements:, • 4 or more years’ experience in public accounting with an emphasis on Tax., • BS/BA degree in Accounting or related field (Masters degree a plus), • Licensed CPA OR EA certified, • Capability to research complex tax issues and exposure to a variety of entities and industries., • Extensive experience in researching tax issues and exposure to a variety of entities and individual tax issues., • Strong analytical ability and problem-solving skills., • Excellent communication and presentation skills., • Demonstrates proactive thinking., • Experience developing and training associate level professionals., • Champion sustainable workplace practices by supporting remote-first operations, promoting paperless workflows through digital collaboration tools, participating in recycling initiatives to minimize paper use, and consistently demonstrate alignment with BPM’s values.Responsibilities:, • Provide tax compliance and consulting to a diverse base of high-net worth individuals, partnerships, and corporations., • Oversee complex tax research projects for a variety of clients and diverse industries., • Work with clients to minimize their federal, state, and local tax liability., • Supervise tax associates' assignments and manage the day-to-day delivery of tax consulting services to the client., • Develop and motivate tax seniors and associates by reviewing their work and providing them with counseling, leadership and career guidance. BPM provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance. Please note - this posting is for prospective candidates only. Unsolicited third-party resume submissions will be considered property of BPM and will not be acknowledged or returned. This position is not eligible for third-party or agency submissions. We will not accept unsolicited resumes from search firms or staffing agencies. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description Executive Personal Assistant (HEM-1378) Confidential UHNW Household Overview Our clients are seeking an accomplished, high energy, and exceptionally resourceful Executive Personal Assistant to provide comprehensive support to dynamic Principals who are active in business, philanthropy and community leadership. This role delivers full spectrum executive and personal assistance, ensuring the seamless management of professional responsibilities, social commitments and lifestyle operations. The successful candidate will serve as a trusted right hand, maintaining the highest standards of discretion, organization, and responsiveness while coordinating closely with an established team across multiple industries. The position is primarily based from the Principals’ private home office three days per week, with flexibility required as needs evolve. Key Responsibilities * Provide 360 degree executive and personal support to the Principals. * Manage complex calendaring across professional, personal, and social commitments. * Oversee communications including email correspondence, calls, and follow ups. * Coordinate and plan meetings, events, and philanthropic engagements. * Arrange detailed domestic and international travel itineraries. * Track initiatives, programs, and key relationships across business and charitable activities. * Maintain accurate records, databases, and VIP CRM systems. * Liaise seamlessly with internal staff, vendors, and external partners. * Execute special projects and additional responsibilities as requested. Qualifications * Minimum five years of experience supporting senior executives or UHNW principals. * Professional presence with a polished and positive demeanor. * Exceptional verbal, written communication and interpersonal skills. * Highly organized with strong prioritization and time management abilities. * Demonstrated accuracy and meticulous attention to detail. * Ability to multitask effectively within a fast paced environment. * Independent problem solver who is proactive, flexible, and resourceful. * Experience managing large volumes of information and tracking multiple initiatives. * Familiarity with VIP CRM platforms and standard productivity tools including Google Docs and Sheets. * Commitment to long term placement and continuity. Additional Details This opportunity is best suited to a bright, energetic professional who thrives in a high performance environment and values discretion, loyalty and excellence in service. Qualified candidates are invited to submit a resume in Word format for immediate consideration.

Job Description As a member of a client service team, the Wealth Management Associate is responsible for helping the Wealth Management Managers and Directors in our Exclusive Family Office with the services provided to clients such as the preparation of net worth statements, cash flows, long-range financial projections, income tax projections and various evaluations. The associate will assist with the integration and coordination of the work done on behalf of clients by the various groups including Tax Services, Expense Management, and Investment Advisory Services. The Associate is expected, from time to time, to have direct contact with clients, vendors, and other advisors as necessary as part of the client service team. We are Aspiriant, a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives. • Collaborative work environment – Together, We Achieve More, • Environment supportive of learning and growing your career, • Continuing education assistance program, • 401(k) with company match, • Bonus program, • Company contribution up to 95% for health insurance, • Participate in internal strategy discussions for clients, • Assist with the coordination and integration of projects and assessments done by the various groups, • Review financials and income tax projections/tax returns prepared by the Tax Services Group, • Gather tax information for preparation of client’s tax returns by the Tax Services Group, • Gather and compile client’s financial information to prepare net worth, cash flow, investment planning, insurance summaries and other tools for use in wealth planning engagements, • Prepare long-term capital sufficiency analyses based on client’s personal financial goals, current financial data, and investment assumptions, • Communicate with clients to request information, clarify data, and follow up on outstanding items in a timely and professional manner An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams. We seek out a wide range of talented team members who share our values and vision. We value intellectual intensity, collaboration, and compassion. A strategic partner once compared us to “a cocker spaniel.” We like the comparison. Our relationships with clients are professional first and foremost. They’re also warm, passionate and genuine. The attributes and talents that lead to success in the role are: Knowledge: • Basic understanding of comprehensive personal financial planning such as retirement planning, employee benefits, insurance, investment vehicles, asset allocation, estate planning techniques, income taxation, and executive compensation, • Understanding of individual/entity income tax rules and ability to analyze individual/entity income tax returns, • Strong organizational and time-management skills, with the ability to manage and track multiple projects simultaneously, • Ability to work effectively with multiple directors and cross-functional team members to coordinate client projects and deliverables, • Strong communication skills, including the ability to clearly and professionally communicate with internal team members and clients, • Ability to prioritize tasks, proactively communicate status and next steps, and follow through to completion We will consider any combination of experience and education which provides the necessary knowledge, skills, and abilities to perform the job. A typical way to acquire the requirements would be: • Bachelor’s degree required. Prefer accounting, finance, law, and/or significant experience in a related field. CPA is highly desirable. Primarily sedentary work in an office with minimal distractions; walking throughout the office. Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to handle situations. Occasionally exert up to 10 pounds of force to lift, carry, push, pull or otherwise move objects. Perform repetitive motions; substantial movements of the wrists, hands, and fingers for computer keyboard operation. Use near visual acuity to perform an activity such as preparing documents, operating a computer, and reading. Speak and hear to communicate with team members and clients by phone and in-person. Aspiriant is committed to diversity, inclusion and belonging. A diverse and inclusive culture is essential to providing the best to both our clients and our people. Including a variety of perspectives in all that we do is necessary for our innovation and growth. We envision a firm where our people see a community they belong to and an inspiring future…a firm where people can be themselves, learning is limitless, and everyone can thrive. As an Equal Opportunity Employer that believes in and follows Fair Chance Ordinances, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information, or any other factor that is not related to the position. Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies.

Job Description We are seeking a highly professional, discreet, and reliable Private Chef to provide in-home dinner service for an UHNW couple based in Beverly Hills. This role is focused exclusively on dinner service, Monday through Friday, with occasional additional coverage for intimate dinner parties or visits from the principals' adult children. The ideal candidate will be confident working independently and maintaining the highest standards of culinary excellence, organization, and discretion within a private household. Responsibilities include: * Designing thoughtful, health-focused dinner menus tailored to the clients' dietary preferences * Managing kitchen inventory, sourcing high-quality ingredients, and handling all grocery shopping * Preparing and presenting dinner with attention to detail and elevated service standards * Maintaining a clean, organized, and well-managed kitchen The principals prioritize exceptionally healthy cuisine. The ideal candidate will have a strong understanding of blood sugar–conscious cooking, minimal sodium preparation, and balanced nutrition. The couple primarily enjoys chicken and fish, with occasional meat, as well as creative, from-scratch healthy pasta alternatives and whole-food–based dishes. This is an excellent opportunity for a chef who is passionate about wellness-driven cuisine and experienced in private service. The client is offering a competitive annual salary commensurate with experience, along with benefits.

Job DescriptionWe are looking for a full time housekeeper for an UHNW family in Beverly Hills. This is a modern 23k sq. ft. house. You will be responsible for full charge housekeeping, organization and upkeep of the house. Full time Mon - Fri - 8a - 4p. Client will pay a competitive salary DOE, cash.

Job Description Our client, a rapidly growing and well-established multi-family office, is seeking a seasoned financial professional with a passion for fostering high-touch relationships with Ultra-High Net Worth Individuals and Families. This Private Client Advisor will play a pivotal role in expanding the organization's footprint and making a lasting impact within a collaborative and dynamic environment. Responsibilities: · Manage UHNW client relationships with extensive client contact, demonstrating expertise in trust and agency account administration, fiduciary accounting, securities, finance, real estate, taxes, and estate planning. · Develop new business through independent means, collaboration with other departments, senior management, and professional networking. · Delegate work efficiently to Client Advisory support professionals. · Collaborate closely with other departments (investment/portfolio management, tax, operations, and planned giving/foundations) to ensure seamless client service. · Oversee account opening processes, draft correspondence to clients, and manage the transfer/distribution of assets. · Work with the investment team on scheduling clients’ investment performance reviews and monitoring trades. · Coordinate with tax and operations departments to provide clients with information required for tax filings and management of accounting records. · Contribute actively to internal committees as part of the senior team. Requirements: · Bachelor’s degree required; advanced degree (MBA or JD) highly preferred. · Professional certifications such as CTFA, CFP, CFA, or CPA. · Minimum of 8 years of Trust and Estate Planning experience. · Minimum of 5 years in general Wealth Advisory and Portfolio Management, interfacing with UHNW clients. · Proven business development experience within the UHNW space. · Proficiency in legal documents related to trusts, estate planning, and finance. · Established local and regional network of accounting and legal professionals. Rewards: · High visibility to internal executives with opportunities for position expansion and continued professional development. · Competitive base salary, bonus, and compensation structure with excellent benefits. · Rewarding culture within a client-focused, family-oriented firm. If you are a strategic thinker with a strong client focus, ready to contribute to the growth and success of an esteemed organization, apply now to join this dynamic team. Your expertise and leadership will be essential in shaping the future of our client.

Job Description A high-profile UHNW Private Individual and Family Home Office is seeking a refined and hard-working Housekeeper to join our dedicated team supporting the Principal. This position is for an 8,000 sq ft residence located in West Hollywood. The role reports directly to the Estate Manager and Principals. Schedule: Thursday to Monday, 12 PM to 8:30 PM Salary: $50/hour (plus) + full benefit package Core Responsibilities: • Full charge housekeeping of the residence, • Laundry management, ensuring high standards of cleanliness, • Assisting the chef with meal preparation and service Reg Co Gored